How to create and send a purchase order or credit request

You need Stock permission to create and send purchase orders. If you don't have access to this module, ask someone with Managers permission to update your user permissions.

You need to have entered your delivery details, supplier details and stock items before you can generate & send a purchase order/credit request.

It is not necessary to create a Purchase Order for each supplier you would like to order from in Loaded, you can simply create one order and Loaded will split this order into a separate purchase order for each supplier.

Every purchase order you create can be saved as an Order Template in case you want to save time next time you go to create an order.

Click +Add Item and type the name of the stock item you are wanting to order. Select the appropriate product from the list, ensure that the Supplier, Unit & Quantity are accurate before adding the next item.

Continue this process until you have entered every item into the purchase order.

Once you are finished click Generate Purchase Orders

Loaded will take you back to the outstanding orders page, it will split all the items you just entered into purchase orders for the relevant supplier.

You will see at the bottom of the outstanding orders page all of your new purchase orders are there waiting to be sent.

For each purchase order click Send, then Send via Email, or Send via Fax

You can also use the Print to PDF button to keep a copy of the purchase order on site to match when the delivery is made.

Ensure that all purchase orders then either have Sent or Acknowledged in the Status column on the outstanding orders page

Follow the same process for Credit requests but select New Credit Request instead of the purchase order button - the value and quantity will automatically save as negative.